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Est. 2026The front page of wealth managementNew York

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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysTA Top 15 States for Average Individual Income Taxes, 2025
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

3 firms manage $5.7 billionTD Bank

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  1. 2110
    JVP ManagementNew York, NY · 49 clientsPrivate fund adviser
    TD Bank 49%Flagstar Bank 28%Valley National Bank 23%
    $5.0B
  2. 7189
    Northleaf Capital Advisors LTD.Toronto, Ontario, Canada · 4 clientsPrivate fund adviserHybridIPC Investment Corporation, IPC Securities Corporation
    Northleaf Capital Partners 97%
    $585M
  3. 13989
    Wilmington Trust Investment ManagementWilmington, DE · 74 clientsWealth managerBank-affiliatedAffiliated broker-dealerM&t Securities, Inc., Wilmington Trust Investment Advisors, Inc.
    Fidelity 54%
    $141M

RIAs by state

RIA database: every SEC-registered investment adviser, by custodian, broker-dealer and type